Executive Director, Private Banking & Wealth Advisory

JPMorganChase; Zürich; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Zusammenfassung

J.P. Morgan in Zurich is seeking a Client Advisor to lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning.

You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution. Our Client Advisors are self-starters with a proven track record of success, they are skilled problem solvers who offer specialized advice to clients.

Qualifikationen

• Significant experience in Private Banking with high net worth clients around Zurich.
• Business development experience with profiling, negotiation and referrals.
• Dynamic and credible professional with strong presentation skills.
• Strong organizational skills and disciplined approach.
• Experience or understanding of investments, banking and trust concepts.
• Strong reputation with an established network.
• Fluent English and German.

Aufgaben

• Generate business results and acquire new assets.
• Advise clients on balance sheet, asset allocation, investments and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise.
• Develop investment plans across asset allocation, portfolios, planning and credit needs.
• Ensure solutions meet short-, mid- and long-term client objectives.
• Adhere to risk, control policies and security measures.
• Collaborate with other Client Advisors to maximize team performance.

Kenntnisse

Private Banking

Business Development

Communication

Organization

Investments

Networking

English & German

Jobbeschreibung

J.P. Morgan in Zurich is seeking a Client Advisor to lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning.

You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution. Our Client Advisors are self-starters with a proven track record of success, they are skilled problem solvers who offer specialized advice to clients.